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Realta Investment Advisors’s BGC Group BGC Stock Holding History

Realta Investment Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Sell
25,212
-249
-1% -$2.79K 0.08% 183
2026
Q1 		$249K Buy
25,461
+2
+0% +$19 0.09% 179
2025
Q4 		$227K Buy
25,459
+37
+0.1% +$333 0.07% 188
2025
Q3 		$240K Buy
25,422
+602
+2% +$6.03K 0.08% 171
2025
Q2 		$254K Buy
24,820
+451
+2% +$4.14K 0.1% 155
2025
Q1 		$223K Sell
24,369
-498
-2% -$4.67K 0.1% 160
2024
Q4 		$236K Buy
24,867
+1,002
+4% +$9.65K 0.1% 173
2024
Q3 		$224K Buy
23,865
+165
+0.7% +$1.54K 0.1% 170
2024
Q2 		$197K Buy
23,700
+50
+0.2% +$412 0.04% 400
2024
Q1 		$184K Sell
23,650
-1,000
-4% -$7.41K 0.04% 413
2023
Q4 		$178K Buy
+24,650
New +$153K 0.04% 415
2023
Q3 		– Sell
-21,680
Closed -$96K – 781
2023
Q2 		$96K Buy
21,680
+4,555
+27% +$20.2K 0.02% 489
2023
Q1 		$89.6K Buy
17,125
+1,000
+6% +$4.58K 0.02% 415
2022
Q4 		$60.8K Hold
16,125
– – 0.01% 539
2022
Q3 		$51K Buy
16,125
+1,200
+8% +$4.64K 0.01% 528
2022
Q2 		$52K Buy
14,925
+275
+2% +$958 0.01% 388
2022
Q1 		$64K Hold
14,650
– – 0.01% 421
2021
Q4 		$68K Hold
14,650
– – 0.02% 412
2021
Q3 		$76K Sell
14,650
-505
-3% -$2.68K 0.02% 402
2021
Q2 		$86K Buy
15,155
+751
+5% +$4.29K 0.02% 394
2021
Q1 		$70K Buy
14,404
+1
+0% +$4 0.02% 371
2020
Q4 		$58K Buy
14,403
+211
+1% +$738 0.02% 327
2020
Q3 		$34K Buy
14,192
+1,802
+15% +$4.71K 0.01% 313
2020
Q2 		$34K Buy
12,390
+500
+4% +$1.39K 0.01% 339
2020
Q1 		$30K Buy
11,890
+100
+0.8% +$489 0.01% 293
2019
Q4 		$67K Buy
11,790
+200
+2% +$1.13K 0.02% 597
2019
Q3 		$64K Buy
11,590
+700
+6% +$3.75K 0.02% 608
2019
Q2 		$57K Buy
10,890
+250
+2% +$1.3K 0.02% 635
2019
Q1 		$56K Buy
+10,640
New +$63.3K 0.03% 516

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Realta Investment Advisors's BGC Position: Q2 2026 in Review

Realta Investment Advisors reduced its BGC Group (BGC) stake by 0.98% in Q2 2026, selling an estimated $2.79K and leaving 25,212 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #183.

Realta Investment Advisors first reported a position in BGC in Q1 2019 and has held it in 29 quarters since. 366 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

  • Realta Investment Advisors held 25,212 shares of BGC Group worth $270K as of Q2 2026.
  • Realta Investment Advisors sold 249 BGC Group shares in Q2 2026, an estimated $2.79K.
  • BGC Group made up 0.08% of Realta Investment Advisors's portfolio in Q2 2026, its #183 holding.
  • Realta Investment Advisors first reported a position in BGC Group in Q1 2019 and has held it in 29 quarters since.
  • 366 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.